Charging a person in Peoplevine
Once logged into Peoplevine, navigate to Charge a Person under Sell > Transactions.
Find the person in the CRM that you want to charge or, click to register new person.
Enter the amount you want to charge and any other settings.
Enter the payment method and billing information and click "Process Charge".
Please note, if your customer is going to do recurring billing or asks to keep the card on file, make sure you enter a card nickname.
Charging a person on the fly via Payment Link
To charge a person on the fly simply send them a link to your website with the link format shown below. The customer will be prompted to make a payment for the amount in the link.
*Before you can charge customers and accept payments ensure that you have a Payment Processor configured in PeopleVine as well as an SSL Certificate.